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Rising Rates Will Help Oil

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The US Is Still The Best Risk/Reward

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Look At The Big Picture……Buy Equities

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GDP Slows…..Blame The Strong US Dollar

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Soybeans & Media Tariff Hype

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US Dollar Remains The “Elephant In The Room”

“Davidson” submits:

Economic activity always is a composite of moving parts. Currently it appears we have more moving parts than usual. Indeed so! We have multiple policy shifts in the works with the potential for beneficial outcomes. But, if these occur, it will be likely a couple of years before the final outcomes are known with the path uncertain.

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Dollar Rises As Capital Seeks Returns

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Rate Spread Positive for Equities

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The Dollar & Oil

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Is Oil About To Spike Higher?

“Davidson” submits:

This chart looks interesting. Momentum investors look for levels at which price acceleration suddenly occurs and then try to trade it. The US$ could fall faster from this point if enough believe it will. Will it take $WTI higher?

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USD vs WTI

“Davidson” submits:

Markets continue to reinforce that the long-held inverse relationship between the US$ and $WTI(as well as many other commodities) remains intact.

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T-Bills, Earnings and the US Dollar

“Davidson” submits:

T-Bill rates on a sharp rise as positive EPS surprise markets. T-Bill rates now at 1.17% and exceed Effective Fed Funds at 1.16%.